Find the context
Use searchable contact profiles to revisit the interactions associated with a customer.
CRM
Know the customer.
Continue the relationship.
Bring customer profiles, interaction history and useful tags into the next conversation. Give your team a better starting point than an unfamiliar name in an inbox.
Customer profilesFilters & tagsCSV import
Customer context, ready for the next conversation.Built around the next step.
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Organize the directory
Apply tags and combine filters such as source, channel, email or creation date to find relevant contacts.
Bring existing contacts
Map columns in a CSV import and choose how to handle an email that already exists.
Customer directory
Find the person behind the next request.
Keep the customers who interact with your widgets in a searchable directory. Find a contact, open their profile and review the information available to your team. Make it easier to recognize the returning customer and understand the context around their next question.
- Search the contact directory
- Open a customer profile
- Review the associated interaction history
Filters & segments
Get from everyone to the people you need.
A long directory becomes useful when you can ask a precise question of it. Combine filters such as channel, source, location or created date, then choose whether a contact should match all or any of the conditions. Find the relevant group without manually working through every record.
- Combine available contact filters
- Match all or any selected conditions
- Narrow by source, channel and contact details
Tags & context
Keep useful distinctions close to the profile.
Not every customer needs the same next step. Use contact tags to organize information that matters to your team and revisit the history associated with the profile. Keep your labels clear and practical so the next teammate can understand the context without decoding someone else’s shorthand.
- Add and remove tags from the profile
- Use manual or supported automatic tags
- Read relevant history before the next response
Contact import
Bring your existing directory with you.
Prepare a CSV, map your columns and choose how to handle an email address that already exists. Use the supplied template to make the starting structure clearer. Where your role permits it, export the directory for your team’s existing data workflow.
- Map CSV columns during import
- Choose duplicate-email handling
- Export where your workspace role permits
The details matter
More of what makes
the work feel connected.
Practical capabilities for the way your team helps customers.
Search
Find a contact without browsing the full directory.
Customer history
Read the interactions associated with a profile.
Role-aware export
Keep exports limited to authorized teammates.
Useful tags
Organize context around the way your team works.
From question to next step
A customer returns. Your team has a starting point.
A practical journey through the tools your business can use.
Find the contact
Search the directory using the details available to your team.
Review the history
Read the relevant interactions and tags.
Continue with context
Use that information to guide the next response or follow-up.
A little more clarity
Good questions.
Useful answers.
Explore CRM in a little more detail, or head to the help centre for setup guidance.
Visit the help centre ↗How do I get started?
Create a Stylchat account, choose the appropriate Managed plan and open CRM in your workspace. Use the setup guide to configure the parts you need, then try the customer journey before sharing it more widely.
What does Stylchat CRM help my team manage?
Stylchat CRM focuses on customer context: contact profiles, interaction history, tags, filters and CSV import. Use it to help teammates recognize a returning customer and find the information relevant to the next conversation.
How can I bring in existing contacts?
Use CSV import to map your columns to the contact directory. Email is required, and the import lets you choose what to do when that email already exists. A template helps you prepare the file; directory export depends on your workspace role.
Make the next conversation
more useful.
Start with the way your customers need help. Add the tools and capacity that fit your team as you grow.
Explore current plans, limits and feature availability.